Williams Jones Wealth Management’s Bank of New York Mellon BK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Hold |
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|
2025
Q1 | $529K | Hold |
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|
2024
Q4 | $484K | Sell |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $634K | Hold |
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|
2024
Q1 | $610K | Buy |
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|
2023
Q4 | $539K | Hold |
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|
2023
Q3 | $442K | Hold |
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|
2023
Q2 | $461K | Hold |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $473K | Sell |
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|
2022
Q3 | $401K | Sell |
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|
2022
Q2 | $444K | Buy |
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|
2022
Q1 | $212K | Hold |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $222K | Sell |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $215K | Buy |
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